Senior Marketing Specialist - Wealth Management

Position Overview We are seeking a creative, detail-oriented, and experienced Senior Marketing Specialist to support financial advisors within a growing wealth management firm. This individual will be responsible for developing, designing, and executing marketing materials, campaigns, and initiatives that help financial advisors strengthen their brands, engage existing clients, and attract new business.

The ideal candidate will have a strong background in marketing within financial services, preferably wealth management, broker-dealers, or RIAs, with hands-on experience creating marketing collateral and managing marketing initiatives from concept through execution.

Key Responsibilities

• Develop and execute marketing strategies and campaigns tailored to individual financial advisors and advisory teams.
• Create professional marketing materials, including brochures, presentations, pitch decks, newsletters, flyers, client communications, and digital content.
• Partner directly with financial advisors to understand their business objectives and develop customized marketing solutions.
• Manage the design, production, and distribution of marketing collateral across print and digital channels.
• Support advisor branding initiatives, including websites, social media, email marketing, and client-facing materials.
• Coordinate and execute email campaigns, client appreciation events, webinars, seminars, and other advisor marketing initiatives.
• Ensure marketing materials maintain consistent branding and align with firm standards.
• Collaborate with compliance teams to ensure all marketing communications adhere to FINRA, SEC, and internal regulatory guidelines.
• Manage multiple marketing projects simultaneously, ensuring timely delivery and high-quality execution.
• Track campaign performance and provide recommendations to improve marketing effectiveness and advisor engagement.
• Identify opportunities to enhance existing marketing processes, templates, and resources available to financial advisors.

Qualifications

• 5+ years of marketing experience, preferably within wealth management, financial services, an independent broker-dealer, or an RIA.
• Demonstrated experience creating and executing marketing materials and campaigns from start to finish.
• Strong graphic design and content development capabilities.
• Proficiency with marketing and design tools such as Adobe Creative Suite, Canva, PowerPoint, and email marketing platforms.
• Experience developing advisor-facing marketing collateral, presentations, newsletters, and digital campaigns.
• Familiarity with financial advisor marketing strategies, client acquisition, and brand development.
• Understanding of FINRA and SEC marketing and advertising guidelines is highly preferred.
• Excellent written communication, organizational, and project management skills.
• Ability to work independently, manage competing deadlines, and collaborate directly with financial advisors.
• Strong attention to detail and a creative, solutions-oriented mindset.